166: Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis

This week's retirement reading is from Kitces, titled Preserving Capital Losses At Death By Gifting Embedded Loss Assets To Avoid A Step-Down In Basis. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/166 

Show Notes: Howardbailey.com/166

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